Our Investment Philosophy

At Revere, we invest based upon both fundamental and technical analysis.  We pride ourselves at having predefined sell rules that allow us to minimize loss while maximizing potential gains.

5 Core Strategies as Part of an Overall Portfolio

Blue Chip Income Portfolio
Blue Chip Income
ETF Sector Rotation
ETF Sector Rotation
Robotection
Robotection®
Stock & ETF
Stock & ETF
Grotection
Grotection®
Daily Market Recap

Stay Informed with Our Daily Market Recap

Actionable insights and commentary from the trading desk of our investment advisors and portfolio manager, including analysis of the days market action and predictions for what you need to prepare for tomorrow.
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Blue Chip Income

This portfolio is for clients who desire “income” and want more predictable cash flow. The portfolio utilizes dividend stocks, utilities, high yield bonds, corporate bonds, government bonds and real estate investment trusts. The stocks and exchange-traded funds in this portfolio have a higher yield/dividend than the yield of the S&P 500.
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ETF Sector Rotation

This portfolio utilizes exchange-traded funds exclusively. The strategy can deliver powerful performance while enjoying low volatility and diversification. This strategy utilizes a proprietary methodology to determine emerging sectors and participate in large percentage upside moves via exchange-traded funds. This portfolio, like all Revere Asset portfolios, has a defined sell strategy. This means that should a correction occur the portfolio would quickly raise cash to protect investors. The portfolio will occasionally utilize inverse exchange-traded funds to take advantage of corrective moves in the market.
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Robotection®

Based upon a “Robo-Advisor” model, this portfolio invests in a diversified allocation of stocks, bonds, commodities, real estate investment trusts, and precious metals using exchange-traded funds. This portfolio reallocates based on specific proprietary mid-term and longer-term indicators. Although this portfolio doesn’t trade often, it does have a sell strategy. Revere Asset’s version of a “Robo” portfolio is unlike any “Robo” portfolio in the world. Our Robotection portfolio includes our proprietary sell discipline. As is the case with all of our portfolios, protecting your wealth & managing risks are paramount at Revere. Our proprietary methodology limits susceptibility to devastating drawdowns investors suffer like 2001 and 2008.
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Stock & ETF

As the title suggests, this portfolio is constructed using both stocks & exchange-traded funds. This strategy utilizes a proprietary methodology to determine emerging sectors to participate in the largest percentage upside moves in stocks and exchange-traded funds. In addition the strategy is diversified and limits non-specific stock risk and reduces volatility for investors. This portfolio, like all Revere Asset Portfolios, has a sell strategy. This means that should a correction occur the portfolio would quickly raise cash to protect investors. The portfolio will occasionally utilize inverse exchange-traded funds to take advantage of corrective moves in the market.
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Grotection®

This is our most aggressive and most active portfolio. The portfolio focuses primarily on trending high beta stocks and exchange-traded funds. This portfolio like all Revere Asset portfolios has a sell strategy. This means that should a correction occur the portfolio would quickly raise cash to protect investors. The portfolio will occasionally utilize inverse exchange-traded funds to take advantage of corrective moves in the market. This portfolio performs well in uptrending or downtrending markets, but is susceptible to “whipsaw” in sideways or choppy markets.
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Get a Second Opinion

No matter your situation, the team at Revere Asset is willing to talk with you to make sure you are on the right track or to help you get back on track to a comfortable and worry-free retirement.

DISCLAIMER: No information presented constitutes a recommendation by Revere Asset Management, to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities by Revere Asset Management. Revere Asset Management does not offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs.


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Revere Asset Management

17103 Preston Rd #225, Dallas, TX 75248

(855) 732-5932